See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,855 | $149,040-80.0% | $120,225-75.2% | $137,256-78.2% |
| Participation rate | 31.8% | 75.4%-43.6pp | 69.6%-37.8pp | 80.0%-48.1pp |
| Annual return | 12.14% | 605.68%-593.5pp | 439.23%-427.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $69 | $4,350-98.4% | $3,475-98.0% | $4,156-98.3% |
| Participant deferral / active EE | $459 | $4,655-90.1% | $3,999-88.5% | $6,407-92.8% |
| Admin fee / account holder | $8,422 | $6,348+32.7% | $5,696+47.9% | $12,270-31.4% |